ABOUT THE AUTHOR
For the last 15 years, Paul has been helping other Financial Advisors successfully transition to a highly profitable Lifestyle Financial Planning model. He's well qualified to do so, having delivered this valuable service to clients since he first conceived the idea in the early Nineties, eventually semi-retiring at the age of 45 to start sailing his yacht Spellbound around the world.
It was whilst crossing the Atlantic, with a client onboard, that his journey into helping other Advisors deliver Lifestyle Financial Planning began. The client, whom Paul had helped to retire years early, asked: “Why don't all Advisors do this? Why don't all Financial Advisors deliver Lifestyle Financial Planning?”
This simple, but intoxicating question, helped by the clear ocean air, inspired Paul to share his ideas to help Advisors across the UK - and more recently throughout the world - deliver a 'joined up' Lifestyle Financial Planning service to their clients.